SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,769 | -3.8% | 4,573 | +0.1% | 0.20% | -6.2% |
| Q2 2023 | $306,479 | +2.9% | 4,568 | +0.6% | 0.21% | -5.0% |
| Q1 2023 | $297,803 | -0.1% | 4,541 | +0.6% | 0.22% | -3.5% |
| Q4 2022 | $298,000 | +13.7% | 4,514 | +0.6% | 0.23% | +6.0% |
| Q3 2022 | $262,000 | -1.5% | 4,485 | +5.3% | 0.22% | +2.4% |
| Q2 2022 | $266,000 | -3.3% | 4,258 | +10.6% | 0.21% | +11.1% |
| Q1 2022 | $275,000 | -2.1% | 3,851 | +0.4% | 0.19% | +6.2% |
| Q4 2021 | $281,000 | +8.9% | 3,835 | +0.3% | 0.18% | -1.1% |
| Q3 2021 | $258,000 | +7.9% | 3,822 | +9.5% | 0.18% | +9.1% |
| Q2 2021 | $239,000 | +5.3% | 3,489 | +0.5% | 0.16% | +1.2% |
| Q1 2021 | $227,000 | +9.7% | 3,472 | -0.1% | 0.16% | 0.0% |
| Q4 2020 | $207,000 | -6.8% | 3,474 | -29.6% | 0.16% | -34.5% |
| Q1 2020 | $222,000 | -24.7% | 4,936 | +0.1% | 0.25% | +0.4% |
| Q4 2019 | $295,000 | +3.1% | 4,930 | +1.0% | 0.25% | +0.8% |
| Q3 2019 | $286,000 | +4.8% | 4,880 | -0.9% | 0.25% | -1.6% |
| Q2 2019 | $273,000 | -4.2% | 4,926 | -3.1% | 0.25% | -2.7% |
| Q1 2019 | $285,000 | +5.6% | 5,085 | -4.8% | 0.26% | -7.2% |
| Q4 2018 | $270,000 | +2.3% | 5,340 | +8.3% | 0.28% | +6.5% |
| Q3 2018 | $264,000 | +77.2% | 4,932 | +76.3% | 0.26% | +104.7% |
| Q2 2018 | $149,000 | +0.7% | 2,797 | +0.6% | 0.13% | -0.8% |
| Q1 2018 | $148,000 | -2.6% | 2,779 | +1.3% | 0.13% | -7.9% |
| Q4 2017 | $152,000 | – | 2,744 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |